Cole Matsuura, CBDA
Senior Planning Coordinator
T: 925.592.4504
Cole is a people person who knows how to connect with anyone he meets. Cole has been with Echo45 since its launch in February 2020. Prior to his introduction into the financial services industry, he spent more than five years in hospitality honing his communication skills and learning how to adapt his communication channel to best suit the audience at hand. This background, along with his BA in Organizational Communications from California State University Channel Islands, is what enables him to provide respectful, high-touch concierge service to all our clients. As Senior Planning Coordinator, Cole helps get clients acquainted with our tech platforms in addition to directing them through our onboarding process so that our planning team can go about creating a bespoke financial plan. Following the onboarding process, he will continue to act as your financial advocate whenever needed.
Born-and-bred in California, Cole is proud to have served as a Ventura County Fire Cadet, where he assisted in raising more than $25,000 for muscular dystrophy. These days, he calls Walnut Creek home and enjoys everything from traveling, skateboarding and hiking to fashion, reading, and live music.